Behind the Balance SheetCompound & FireEquity MatesEquity MatesFoundersFoundersAsian Century StocksAsian Century StocksAsian Dividend StocksAsian Dividend StocksAlluvialAlluvialBaFin - Managers' transactionsChit Chat StocksChit Chat StocksAcquiredAcquiredCapital CyclistsCapital CyclistsFresh InvestFresh InvestBizTocAtom FinanceBenzingaBeehiivBusiness BreakdownsBusiness BreakdownsBloomberg TerminalFinPodFinPodAlessandro (Macro Strategist)Alessandro (Macro Strategist)Base Hit Investing41investments41investmentsBehind the Balance SheetBehind the Balance SheetA Peek Behind the NumbersBamSECAmibrokerCapital AllocatorsCapital AllocatorsBejaminAIHeavy Moat InvestmentsHeavy Moat InvestmentsBeyondSPXBehind the Balance SheetCompound & FireEquity MatesEquity MatesFoundersFoundersAsian Century StocksAsian Century StocksAsian Dividend StocksAsian Dividend StocksAlluvialAlluvialBaFin - Managers' transactionsChit Chat StocksChit Chat StocksAcquiredAcquiredCapital CyclistsCapital CyclistsFresh InvestFresh InvestBizTocAtom FinanceBenzingaBeehiivBusiness BreakdownsBusiness BreakdownsBloomberg TerminalFinPodFinPodAlessandro (Macro Strategist)Alessandro (Macro Strategist)Base Hit Investing41investments41investmentsBehind the Balance SheetBehind the Balance SheetA Peek Behind the NumbersBamSECAmibrokerCapital AllocatorsCapital AllocatorsBejaminAIHeavy Moat InvestmentsHeavy Moat InvestmentsBeyondSPXBehind the Balance SheetCompound & FireEquity MatesEquity MatesFoundersFoundersAsian Century StocksAsian Century StocksAsian Dividend StocksAsian Dividend StocksAlluvialAlluvialBaFin - Managers' transactionsChit Chat StocksChit Chat StocksAcquiredAcquiredCapital CyclistsCapital CyclistsFresh InvestFresh InvestBizTocAtom FinanceBenzingaBeehiivBusiness BreakdownsBusiness BreakdownsBloomberg TerminalFinPodFinPodAlessandro (Macro Strategist)Alessandro (Macro Strategist)Base Hit Investing41investments41investmentsBehind the Balance SheetBehind the Balance SheetA Peek Behind the NumbersBamSECAmibrokerCapital AllocatorsCapital AllocatorsBejaminAIHeavy Moat InvestmentsHeavy Moat InvestmentsBeyondSPX

Special Situation Investing

Substack

Articles

27

Companies covered

12

Sectors

6

Countries

2

Research Articles

Update: Keweenaw Land Association (KEWL)

Jul 27, 2024

Garrett Motion and Credit Ratings

Jul 13, 2024

Keweenaw Land Association (KEWL)

May 18, 2024

Natural Resource Partners and Coal (NRP)

May 4, 2024

Armanino Foods (AMNF)

Mar 9, 2024

OTC Markets Group - A Quality Compounder

Sep 23, 2023

Coal's resilient future (NRP)

Jul 22, 2023

BorgWarner spin-off of Phinia Inc

Jul 8, 2023

Investors open mike 🎤

Jun 24, 2023

Garrett Motion accelerates to the finish line (GTX)

Apr 22, 2023

Another look at Natural Resource Partners (NRP)

Mar 11, 2023

A coal royalty company - Natural Resource Partners (NRP)

Feb 11, 2023

Ammo Inc spin-out of GunBroker.com

Feb 4, 2023

OTC Market's EDGAR Online acquisition (OTCM)

Nov 23, 2022

OTC Markets Group (OTCM)

Oct 16, 2022

Mesabi Trust update three

Sep 24, 2022

Updates - Office Depot and Garrett Motion (ODP and GTX)

Jul 18, 2022

Oil Ain't Toast

Jul 13, 2022

Oil Ain't Toast

Jul 12, 2022

Texas Pacific Land Revisited

Jul 9, 2022

Updates - Office Depot & Garrett Motion

Jun 26, 2022

Garrett Motion Amended S-1

Jun 13, 2022

Intercontinental Exchange Part 2

May 17, 2022

Intercontinental Exchange Purchase of Black Knight Inc

May 9, 2022

Mesabi Trust Part 2

Mar 26, 2022

Mesabi Trust

Mar 1, 2022

Garrett Motion Series A Preferred

Feb 23, 2022

BenzingaFinPodFinPodFoundersFoundersBloomberg NewsBamSECCapital AllocatorsCapital AllocatorsAsian Century StocksAsian Century StocksEquity MatesEquity MatesThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBehind the Balance SheetBehind the Balance SheetBehind the Balance SheetBusiness BreakdownsBusiness BreakdownsCapital Employed FMCapital Employed FMChit Chat StocksChit Chat StocksBeehiivAlphaSenseAcquiredAcquiredBase Hit InvestingA Peek Behind the NumbersAsian Dividend StocksAsian Dividend StocksBaFin - Managers' transactionsBeyondSPXBizTocAtom FinanceBejaminAIBloomberg TerminalAmibrokerAlessandro (Macro Strategist)Alessandro (Macro Strategist)Heavy Moat InvestmentsHeavy Moat Investments41investments41investmentsBenzingaFinPodFinPodFoundersFoundersBloomberg NewsBamSECCapital AllocatorsCapital AllocatorsAsian Century StocksAsian Century StocksEquity MatesEquity MatesThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBehind the Balance SheetBehind the Balance SheetBehind the Balance SheetBusiness BreakdownsBusiness BreakdownsCapital Employed FMCapital Employed FMChit Chat StocksChit Chat StocksBeehiivAlphaSenseAcquiredAcquiredBase Hit InvestingA Peek Behind the NumbersAsian Dividend StocksAsian Dividend StocksBaFin - Managers' transactionsBeyondSPXBizTocAtom FinanceBejaminAIBloomberg TerminalAmibrokerAlessandro (Macro Strategist)Alessandro (Macro Strategist)Heavy Moat InvestmentsHeavy Moat Investments41investments41investmentsBenzingaFinPodFinPodFoundersFoundersBloomberg NewsBamSECCapital AllocatorsCapital AllocatorsAsian Century StocksAsian Century StocksEquity MatesEquity MatesThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBehind the Balance SheetBehind the Balance SheetBehind the Balance SheetBusiness BreakdownsBusiness BreakdownsCapital Employed FMCapital Employed FMChit Chat StocksChit Chat StocksBeehiivAlphaSenseAcquiredAcquiredBase Hit InvestingA Peek Behind the NumbersAsian Dividend StocksAsian Dividend StocksBaFin - Managers' transactionsBeyondSPXBizTocAtom FinanceBejaminAIBloomberg TerminalAmibrokerAlessandro (Macro Strategist)Alessandro (Macro Strategist)Heavy Moat InvestmentsHeavy Moat Investments41investments41investments